J.P. Morgan Securities

Welcome to the Santa Barbara branch of D.A. Davidson. We are dedicated to providing world class service to our clients and take pride in giving back to our community. We focus on identifying what we believe are attractive investment opportunities and helping clients with investments that are suited to their individual goals, tolerance for investment risk, and their expectations for the future including their legacy. We then work with clients to help ensure that these investments align with all their other financial considerations. Our professional experience combined with the skills of other D.A. Davidson professionals in insurance and estate, financial and retirement planning to assist in developing a plan that is truly comprehensive a wealth management plan designed to meet your long-term financial goals.

Smith Barney is an international, full-service financial firm that provides brokerage, investment banking and asset management services. The company operates more than 750 offices throughout the world and serves over 9 million client accounts. Its clients include individual investors, small- and mid-sized businesses, corporations, nonprofit organizations and family foundations. Smith Barney maintains a team of financial advisors who specialize in a variety of wealth management services. The company provides defined benefit and contribution plans, as well as corporate stock plan services and administration. It also provides education funding, employee stock option, retirement plan distribution, estate planning and retirement analysis services. Smith Barney is a division of Citigroup Global Markets, which has more than 200 million customer accounts and operates in over 100 countries. Citigroup Global Markets provides securities brokerage and consumer, corporate and investment banking services. Smith Barney maintains a location in Santa Barbara, Calif.